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Cypress Point Wealth Management, LLC
Updated 2 days agoManaged by Cypress Point Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$491.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $458.2M |
| Q1 2026 | $464.3M |
| Q2 2026 | $491.6M |
| Q3 2026 | $491.6M |
Top holdings
170 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $365M | 2.42M | 38.61% | — | |
| 2 | $173.1M | 925.5K | 18.31% | — | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $64.2M | 1.44M | 6.79% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $43.7M | 484.2K | 4.62% | — |
| 5 | $25.4M | 306.5K | 2.69% | — | |
| 6 | $22.5M | 597.5K | 2.38% | — | |
| 7 | $21.1M | 255.3K | 2.23% | — | |
| 8 | $11.7M | 31.3K | 1.24% | — | |
| 9 | $11.6M | 53.5K | 1.22% | — | |
| 10 | $11.4M | 16.2K | 1.20% | — | |
| 11 | $9.4M | 222.2K | 1.00% | — | |
| 12 | $9.2M | 27.6K | 0.97% | — | |
| 13 | ? N/A AMERICAN CENTY ETF TR | $9M | 95.4K | 0.95% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $7.2M | 55.9K | 0.76% | — |
| 15 | ? N/A VANGUARD MALVERN FDS | $6.5M | 88.8K | 0.69% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 117.5K | 0.65% | — |
| 17 | $6.1M | 26.8K | 0.65% | — | |
| 18 | ? N/A AMERICAN CENTY ETF TR | $5.8M | 52.9K | 0.61% | — |
| 19 | $5.6M | 252.3K | 0.59% | — | |
| 20 | $4.4M | 8.6K | 0.46% | — |